Financial Services Lexington Kentucky

Our Financial Services Group offers a wide variety of insurance and financial services to both businesses and individuals. For your personal financial needs, look to our Financial Services Group division offering personal estate planning experience and investment strategies for wealth creation and preservation.  Services available include:  Disability Income, Life Insurance, Annuities and Long-Term Care.  In addition, we offer Personal Financial Profile Analysis, detailed, written Financial Plans, IRAs, Education Funding, Brokerage Services, Mutual Funds and Managed Investments; as well as a vast experience and knowledge in 401(k) and Retirement Plan Investments/Design.

 

Check out the background of this investment professional on FINRA’s BrokerCheck.

 

Securities and investment advisory services offered through Cetera Advisors LLC, a Broker/Dealer and Registered Investment Adviser, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

 

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

 

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What We Offer

Individual Financial Plans
Real Estate Investment Trusts (REIT)
Disability Income
401k & Retirement Plan Investments Design
Actively Managed Accounts
Stocks/Bonds/ETFs
Life Insurance
Executive Bonus Plans

IRAs/SEPs/SIMPLE Plans
Retirement Income Analysis
Long Term Care Coverage
Key Employee Retention Strategies
Education Funding
Special Needs Planning
Buy-Sell Funding

Business Succession Planning
Brokerage Services
Annuities
Executive Disability
Mutual Funds/UITs
Estate Planning Analysis
Key Person Coverage

NEED HELP GETTING STARTED?

If you’re not sure where to start, or don’t know what you need, please reach out to us. Feel free to contact us about any concerns or questions. We’ll get back to you as soon as possible, We’d love to help you out!

Center Of Insurance
Curneal Hignite
ERS Employers Risk Services
Houchens Benefits
Van Meter Insurance